Triggers when an inheritance can materially impact a client's financial picture, creating the need to reassess goals, tax considerations, and long-term planning.

Triggers when changing jobs affects income, and serves as an important opportunity to reassess their financial plan.

Triggers when the client moving creates the need to update their address and other personal data.

Triggers when purchasing property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when the client refers or plans to refer the financial advisor, creating the possibility to follow up on a potential new client.

Triggers when the client's retirement can fundamentally impact their lives, creating the need for financial and tax planning.

Triggers when a widowing significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when a custom emoji has been added to a team.

Triggers when a username or highlight word is mentioned in a public #channel.

Triggers when a new member joins a public channel, private channel or multi-person direct message you choose.

Triggers when a new message is posted to a specific #private-channel or multi-dm.

Adds a reaction to a message.

Archives a conversation (e.g., public channel, private channel, DM, or group DM).

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Creates a Canvas.

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Edits a message.

Post a new message to a private channel you choose. Can also schedule a message for later.

Sets the topic on a selected channel.

Sets your Slack status to the given text and emoji.

Returns a list of User IDs representing the members of a conversation (e.g., public channel, private channel, DM, or group DM).

Gets the permalink for a particular Slack message.

Finds a Slack message using the Slack Search feature.

Finds a user by their ID.

Finds a user by their username.

Triggers when an interest of the client is detected, creating the opportunity to build rapport with them.

Triggers when a marriage significantly affects a client's household and serves as an important opportunity to reassess their financial plan.

Triggers when a pet of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when selling property is a major financial milestone that impacts cash flow, debt, and long-term goals, prompting a timely review of the client's financial plan.

Triggers when a religious affiliation of the client is detected, creating the opportunity to build rapport with them based on this information.

Triggers when a Meeting finished in Zocks.

Triggers when the client traveling creates an opportunity to build rapport or send them personalized messages.

Triggers when a new message is posted to any public channel.

Triggers when a new message is posted to a specific #channel you choose.

Triggers when a new file is uploaded to your workspace.

Triggers when a new message is found that matches the query.

Triggers when a reaction (reactji) is added to a message in a public/private channel.

Triggers when a Message is pushed from Slack.

Adds a reminder for yourself or a teammate, just like the

Cancels a message that has been scheduled to be posted.

Post a message or thread reply to a channel. You can also schedule it to send later.

Deletes a Message.

Edits a Canvas.

Creates a new channel.

Sends a message requesting approval. Includes buttons to submit "Approve" or "Decline" responses. Execution will be held until a submission is made, then it will continue to execute.

Update basic profile fields such as name or title

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves information about a conversation (e.g., public channel, private channel, DM, or group DM).

Gets a particular Slack message using its IDs.

Returns a Message and its list of Reactions.

Finds a user by matching against their email instead of their username.

Finds a user by matching against their real name instead of their username.